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Morningstar

Principal LifeTime Hybrid 2020 Instl PHTTX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.37  /  +0.62 %
  • Total Assets 506.2 Mil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.370%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.88%
  • Turnover 18%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis PHTTX

Will PHTTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PHTTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PHTTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PHTTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not much differentiation.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PHTTX

More PHTTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Bond Market Index Instl

31.12 162.8 Mil
—

Principal Large Cap S&P 500 Index Inst

22.67 118.6 Mil
—

Principal Short-Term Income Inst

12.28 64.3 Mil
—

Principal Diversified International R-6

10.59 55.4 Mil
—

Principal High Income Inst

5.96 31.2 Mil
—

Principal MidCap S&P 400 Index R-6

5.77 30.2 Mil
—

Principal Inflation Protection Inst

5.34 27.9 Mil
—

Principal Diversified Real Asset R6

2.28 11.9 Mil
—

Principal SmallCap S&P 600 Index R-6

1.82 9.5 Mil
—

Principal Origin Emerging Markets R6

1.10 5.8 Mil
—